Caldwell Trust’s Dimensional US Equity ETF DFUS Stock Holding History

Caldwell Trust’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$340K	Hold	5,070
2025 Q1	$307K	Hold	5,070
2024 Q4	$323K	Buy	+5,070